🎬 Are AI Chips the New Crypto Trade?
Pierre Rochard, CEO of The Bitcoin Bond Company, joins Jennifer Sanasie on Markets Outlook to unpack the narratives driving crypto markets heading into Q4. From his 80K year-end price target to his rebuttal of Mark Cuban's "chips are the new crypto" take, Pierre breaks down why Bitcoin's scarcity story remains intact and why miners pivoting to AI could actually be a tailwind for Bitcoin price. Plus, Bullish's new Head of Tokenization joins to unpack what it means to be the first regulated exchan...
➤ Pierre Rochard, CEO of The Bitcoin Bond Company, discusses Bitcoin's scarcity narrative versus AI's abundance, predicting an $80K year-end price target driven by monetary policy and potential monetary debasement.
➤ The article contrasts the short-term scarcity of AI chips with Bitcoin's long-term scarcity, arguing that the shrinking mining industry could lead to better price discovery for Bitcoin.
➤ Bullish is highlighted as the first regulated exchange to trade tokenized equity, with its Head of Tokenization explaining how issuer-sponsored tokens can enhance issuer-investor relationships through direct engagement and personalized benefits.
#Bitcoin #AI Chips #Monetary Policy #Tokenized Equity #RealFi #Mark Cuban #Pierre Rochard #Bullish #Tokenization #US Treasuries
The Compass for the Tokenized Real-World Assets
Thursday, September 3, 2026
Are AI Chips the New Crypto Trade?
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